As a Senior Investment Advisor with Canaccord Wealth Management, Platinum Advisor Group, we understand the importance of your investments and savings.  As your Investment Advisor, I am committed to earning your trust by acting in your best interest at all times.  Canaccord is a high caliber independent financial firm providing me with the flexibility, independence and investment choices I need to best serve my clients.

My full service approach involves much more than providing investment products and exceptional client service.  Together, we will build a strong relationship, allowing me to achieve your financial well-being. Through a disciplined investment process, I have become the preferred partner for a select number of affluent individuals and families, helping them plan, manage, protect, grow and transfer their wealth.   With over 15 years experience providing financial advice to Canadians, I have gained the knowledge and expertise needed to provide an excellent quality of service that clients should expect from their advisor.

I began my financial services career in 1996 with CIBC Wood Gundy.  In 2000 I transitioned my business over to HSBC and in 2005 as a Senior Investment Advisor joined Canaccord Wealth Management to pursue a career that allowed me to focus on providing clients with full service independent financial advice and offer more diversified investment products. 

As an Investment Advisor for the last 15 years, my financial background has created a solid foundation that continues to enable me to address all areas of my clients’ financial well-being.  In fact, my experience and knowledge provides me specialization in areas that are beyond the scope of many other investment advisors.  It also allows me to be more innovative within completing financial plans.    

My team attempts to add value through proactive portfolio recommendations, based on the concepts of Benjamin Graham and Warren Buffet, generally referred to as “value” investment.  This methodology attempts to build wealth over the long term, while minimizing risk.

Together with other Canaccord professional specialists, my team provides financial, retirement, tax and estate planning services to protect your assets and presence your capital.